Accounting Associate II

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October 9

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Mercer Advisors

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Fintech • Finance • B2C

Mercer Advisors is a comprehensive financial advisory firm that focuses on simplifying and amplifying clients' financial lives. They offer a family office-style service, providing a unified team of financial planners, investors, accountants, and estate specialists who tailor financial plans to individual needs. With over 40 years of experience, the firm emphasizes personalized, fiduciary-focused service without compromising on institutional-grade portfolio management, making it accessible for families and individuals seeking to enhance their financial future.

501 - 1000 employees

Founded 1985

💳 Fintech

💸 Finance

👥 B2C

📋 Description

• Data entry in QuickBooks • Monthly bank & credit card reconciliations • Posting journal entries and adjustments as needed • Review and post payroll as needed • Review and analyze financial statements • Assist with city business license renewals • Prepare annual 1099s • File annual Secretary of State Statements • Working with tax team for tax matters as needed

🎯 Requirements

• 2 years of bookkeeping experience • Prior experience in a CPA or Business Management firm • Knowledge and understanding of A/R and A/P functions • Bachelor’s Degree in accounting or business a plus • Proficiency in QuickBooks Pro • Proficiency in QuickBooks Online a plus • Proficiency in MS Office and data management software • Experience with MS TEAMS is preferred • Payroll tax return preparation a plus • Sales tax return preparation a plus • Strong organizational and administrative skills • Detail-oriented with strong analytical and problem solving, critical thinking, interpersonal, and verbal and written communication skills • Excellent organizational skills with a bias towards efficiency • Excellent judgment, poise, and professionalism • Keen ability to work independently, show initiative, and take ownership while understanding the importance of collaboration & teaming • Practices superior time management. • Able to re-prioritize tasks and support teams based on frequently changing needs • Demonstrates winning Social Customer Service techniques such as empathy, patience, advocacy, and conflict resolution

🏖️ Benefits

• Company Paid Basic Life & AD&D Insurance • Company Paid Short-Term and Long-Term Disability Insurance • Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance • Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan. • Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan. • Two comprehensive Dental Plans • Vision Insurance Plan • Dependent Care Savings Account for child and dependent care. • 14 Company Paid Holidays with a full week off at Thanksgiving. • Generous paid time off program for vacation and sick days • Employee Assistance Plan • Family Medical Leave • Paid Parental Leave (6 weeks) • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time. • Adoption Assistance Reimbursement Program • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more. • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match • Pet Insurance